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1Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
Integration of Microsoft Dynamics Solutions
14Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
Rödl Event Pipeline Plugin Features
Roedl MS CRM 2011- 2015 Event Pipeline
 Export of internal Microsoft Dynamics CRM events outside the system
 Transfer to xml files, Windows Azure Service Bus and WCF endpoints
 Running with Microsoft Dynamics CRM on premise and online
 Standard and Custom entities suported
 Simple and fast customisation
 Calling by Entity events like save, change, delete, won, lost etc. or by Option Set entry
 Generic for all entities, also for user defined entities
15Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
Rödl Microsoft Dynamics CRM Event Pipeline Plugin 2015
16Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
Rödl Microsoft Dynamics CRM Event Pipeline Plugin 2015
18Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
Integration of Microsoft Dynamics CRM with SAP
Rödl
CRM Event Pipeline
ERP WCF
Adapter
ERP
19Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
Rödl Microsoft Dynamics CRM WCF Interface
• One generic schema for all entities
• Attributes only accessible through key-value
pairs
• Attribute names have to be known
• Named attribute mapping not possible
• No visible mapping
Original WCF Interface
20Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
Rödl Microsoft Dynamics CRM WCF Adapter
Rödl WCF Dynamics CRM Adapter
• Well-known and strong named entities
• Strong typed attributes
• Simple directly and real visible attribute mapping
• Completely generic fetches for upsert and lookups
• Security Token for AD, Live-ID, Office 365
21Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
Insert
Update
Delete
Fetch
Upsert
Lookup
Request / Response
for CRM Methods
Request / Response
for XRM Methods
Rödl
WCF Adapter
for
Microsoft
Dynamics
CRM
Microsoft
Dynamics
CRM
on Premises
and
Online
Entity
Rödl Microsoft Dynamics CRM WCF Adapter Functionality
22Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
Upsert Functionality
The new UPSERT functionalityThe classical way in CRM
1. Retrieve SOURCE message
2. Create FETCH message
3. Send FETCH message
4. Look to FETCH response if entity exist
5. If not, map CREATE message
6. Send CREATE message
7. If entity exist, map UPDATE message
8. Send UPDATE message
1. Retrieve SOURCE message
2. Map UPSERT message
3. Send UPSERT message
23Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
Upsert Functionality
The classical way in CRM
1. Retrieve SOURCE message
2. Create FETCH message
3. Send FETCH message
4. Look to response if entity exist
5. If not, map CREATE message
6. Send CREATE message
7. If exist, map UPDATE message
8. Send UPDATE message
9. Receive Response massages
10. Send Response messages
• 3 mappings
• 4 receive messages
• 5 send messages
24Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
The new UPSERT
1. Retrieve SOURCE message
2. Map UPSERT message
3. Send UPSERT message
4. Receive Response massage
5. Send Response message
• 1 mappings
• 2 receive messages
• 2 send messages New node in Entity messages
Upsert Functionality
25Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
Lookup Functionality
The new Lookup functionalityThe classical way in CRM
1. Retrieve SOURCE message
2. Create lookup fetch message 1
3. Send fetch message 1
4. Receive result Message 1
5. Create lookup fetch message 2
6. Send fetch message 2
7. Receive result Message 2
8. Create lookup fetch message n
9. Send fetch message n
10. Receive result Message n
11. Map create Message from all result
messages
12. Send create message
1. Retrieve SOURCE message
2. Map LOOKUP message
3. Send LOOKUP message
The Lookup and Upsert functionality
1. Retrieve SOURCE message
2. Map LOOKUP and UPSERT message
3. Send message
Save 90% of time
26Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
Lookup Functionality
The classical way in CRM
1. Retrieve SOURCE message
2. Create lookup FETCH message
3. Send FETCH message
4. Receive result Message
5. Map Create Message from all result messages
6. Send CREATE message
7. Receive Response message
8. Send Response message
• 2 + n mappings
• 3 + n receive messages
• 3 + n send messages
For each
lookup
27Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
The new UPSERT
1. Retrieve SOURCE message
2. Map LOOKUP message
3. Send LOOKUP message
4. Receive Response massage
5. Send Response message
• 1 mappings
• 2 receive messages
• 2 send messages
New Element in lookup elements
Lookup Functionality
31Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016
Some of our references

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Roedl Adapter for MS CRM and BizTAlk Server

  • 1. 1Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Integration of Microsoft Dynamics Solutions
  • 2. 14Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Rödl Event Pipeline Plugin Features Roedl MS CRM 2011- 2015 Event Pipeline  Export of internal Microsoft Dynamics CRM events outside the system  Transfer to xml files, Windows Azure Service Bus and WCF endpoints  Running with Microsoft Dynamics CRM on premise and online  Standard and Custom entities suported  Simple and fast customisation  Calling by Entity events like save, change, delete, won, lost etc. or by Option Set entry  Generic for all entities, also for user defined entities
  • 3. 15Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Rödl Microsoft Dynamics CRM Event Pipeline Plugin 2015
  • 4. 16Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Rödl Microsoft Dynamics CRM Event Pipeline Plugin 2015
  • 5. 18Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Integration of Microsoft Dynamics CRM with SAP Rödl CRM Event Pipeline ERP WCF Adapter ERP
  • 6. 19Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Rödl Microsoft Dynamics CRM WCF Interface • One generic schema for all entities • Attributes only accessible through key-value pairs • Attribute names have to be known • Named attribute mapping not possible • No visible mapping Original WCF Interface
  • 7. 20Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Rödl Microsoft Dynamics CRM WCF Adapter Rödl WCF Dynamics CRM Adapter • Well-known and strong named entities • Strong typed attributes • Simple directly and real visible attribute mapping • Completely generic fetches for upsert and lookups • Security Token for AD, Live-ID, Office 365
  • 8. 21Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Insert Update Delete Fetch Upsert Lookup Request / Response for CRM Methods Request / Response for XRM Methods Rödl WCF Adapter for Microsoft Dynamics CRM Microsoft Dynamics CRM on Premises and Online Entity Rödl Microsoft Dynamics CRM WCF Adapter Functionality
  • 9. 22Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Upsert Functionality The new UPSERT functionalityThe classical way in CRM 1. Retrieve SOURCE message 2. Create FETCH message 3. Send FETCH message 4. Look to FETCH response if entity exist 5. If not, map CREATE message 6. Send CREATE message 7. If entity exist, map UPDATE message 8. Send UPDATE message 1. Retrieve SOURCE message 2. Map UPSERT message 3. Send UPSERT message
  • 10. 23Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Upsert Functionality The classical way in CRM 1. Retrieve SOURCE message 2. Create FETCH message 3. Send FETCH message 4. Look to response if entity exist 5. If not, map CREATE message 6. Send CREATE message 7. If exist, map UPDATE message 8. Send UPDATE message 9. Receive Response massages 10. Send Response messages • 3 mappings • 4 receive messages • 5 send messages
  • 11. 24Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 The new UPSERT 1. Retrieve SOURCE message 2. Map UPSERT message 3. Send UPSERT message 4. Receive Response massage 5. Send Response message • 1 mappings • 2 receive messages • 2 send messages New node in Entity messages Upsert Functionality
  • 12. 25Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Lookup Functionality The new Lookup functionalityThe classical way in CRM 1. Retrieve SOURCE message 2. Create lookup fetch message 1 3. Send fetch message 1 4. Receive result Message 1 5. Create lookup fetch message 2 6. Send fetch message 2 7. Receive result Message 2 8. Create lookup fetch message n 9. Send fetch message n 10. Receive result Message n 11. Map create Message from all result messages 12. Send create message 1. Retrieve SOURCE message 2. Map LOOKUP message 3. Send LOOKUP message The Lookup and Upsert functionality 1. Retrieve SOURCE message 2. Map LOOKUP and UPSERT message 3. Send message Save 90% of time
  • 13. 26Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Lookup Functionality The classical way in CRM 1. Retrieve SOURCE message 2. Create lookup FETCH message 3. Send FETCH message 4. Receive result Message 5. Map Create Message from all result messages 6. Send CREATE message 7. Receive Response message 8. Send Response message • 2 + n mappings • 3 + n receive messages • 3 + n send messages For each lookup
  • 14. 27Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 The new UPSERT 1. Retrieve SOURCE message 2. Map LOOKUP message 3. Send LOOKUP message 4. Receive Response massage 5. Send Response message • 1 mappings • 2 receive messages • 2 send messages New Element in lookup elements Lookup Functionality
  • 15. 31Roedl & Partner - Integration of Microsoft Dynamics Solutions 3/29/2016 Some of our references